Advisory

Given our background in finance and across diverse companies, organizations often ask
us to provide advisory services to help address specific challenges. On occasion, we
have fulfilled executive-for-hire roles.

The types of engagements we’ve done in the past include:

  • Strategic planning and industry analysis
  • Financial modelling and business plan development
  • Facilitating merger integration of three organizations into one including policy development
  • Communications consulting
  • Financing strategy
  • Pension plan advisory

Over the years, we’ve worked with many different companies.

Strategic Engagements

- Helping turn around a food processing company
- Helping organizations through a merger process to develop and harmonize policies and procedures

Financial Modelling

- Creating robust financial projections of various client business models to facilitate strategic planning and financing arrangements

Finance Transformation

- Established methodology for assessing the capabilities of finance teams
- Developing a plan to elevate the integrity of financial reporting and the contribution of the finance function across the organization

Business Planning

- Guiding new business owners through the start up phase of operations
- Helping new business owners set up their business to grow

Facilitators

- Trained experts at guiding executive teams and boards through discussions to reach consensus on important matters

Business Communication

- Specialists in developing communications for important stakeholders including investor relations and stakeholder engagement

If you have a specific challenge confronting your organization that you’d like to discuss.
We are happy to answer all your questions!

Contact us